Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,087 | $123,155-5.7% | $108,753+6.7% | $155,188-25.2% |
| Participation rate | 60.0% | 75.6%-15.6pp | 71.1%-11.1pp | 80.8%-20.8pp |
| Annual return | 4.40% | 44.73%-40.3pp | 37.47%-33.1pp | 148.84%-144.4pp |
| Employer contribution / active EE | $992 | $2,811-64.7% | $2,427-59.1% | $4,248-76.6% |
| Participant deferral / active EE | $3,611 | $4,623-21.9% | $4,115-12.2% | $6,531-44.7% |
| Admin fee / account holder | $18 | $12,126-99.9% | $10,320-99.8% | $14,480-99.9% |